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In times of uncertainty, people crave certainty.

With upcoming elections, a looming national debt of ~$34 trillion, rising tax rates, stock market volatility, and changes in interest rates — clients are facing so much uncertainty today!

How do you guide them through this situation? What financial planning opportunities does the current landscape pose? Find out in this timely and highly relevant conversation between Jack Martin and Tom Hegna, economist, award-winning author, and renowned industry speaker for retirement planning.

Tom discusses:

  • Why future hike in tax rates seems inevitable (and how to prepare for it)
  • Why IRAs and 401(k)s may be the worst ways to transfer wealth to future generations
  • Strategies for tax diversification
  • Insurance use cases for business owners
  • And more!

Resources:

Connect with Tom Hegna:

Connect with Jack Martin:

About Our Guest:

Tom Hegna is an economist, author, and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former First Vice President at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors retire the “optimal” way.

Tom has condensed a large chunk of his considerable knowledge into 5 books: Paychecks and Playchecks: Retirement Solutions for Life; Paycheques and Playcheques: Retirement Solutions for Canadians; Retirement Income Masters: Secrets of the Pros; Don’t Worry, Retire Happy! Seven Steps to Retirement Security; and Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians.